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Pinnacle Wealth Planning Services’s Axos Financial AX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$230K Buy
2,701
+41
+2% +$3.74K 0.02% 430
2025
Q4 		$229K Buy
2,660
+183
+7% +$15.1K 0.02% 424
2025
Q3 		$210K Buy
+2,477
New +$216K 0.02% 439
2021
Q1 		– Sell
-2,163
Closed -$82K – 487
2020
Q4 		$82K Buy
+2,163
New +$68.4K 0.02% 561

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pinnacle Wealth Planning Services's AX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Axos Financial (AX) stake by 1.5% in Q1 2026, buying an estimated $3.74K and bringing the position to 2,701 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #430.

Pinnacle Wealth Planning Services first reported a position in AX in Q4 2020 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,701 shares of Axos Financial worth $230K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 41 Axos Financial shares in Q1 2026, an estimated $3.74K.
  • Axos Financial made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #430 holding.
  • Pinnacle Wealth Planning Services first reported a position in Axos Financial in Q4 2020 and has held it in 4 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.